Migrate from Jubilee to monday CRM

Jubilee client records map directly to Monday CRM People Items. Name, email, phone, and address fields map to their Monday Person equivalents. Client create date is preserved as a custom date column since Monday sets item created_at at migration time.

Jubilee case records map to Monday CRM Board Items as the primary case representation. Case number, filing date, chapter type (Chapter 7, 11, or 13), and court location become custom columns on the Item. Case status from Jubilee maps to the Item's Group membership, which represents the pipeline stage in Monday's board layout. This structural shift from a field value to a Group assignment is the core transformation in the Jubilee-to-Monday case migration.

Jubilee document attachments migrate as Monday file attachments on the corresponding case Item. We download source files from Jubilee and re-upload them to Monday's native file storage. Files exceeding Monday's 25MB limit per attachment are flagged in the migration report for manual retrieval from the source system, and we document the retrieval steps for your team.

Court dates can map as a date-type column on the case Item, or as date-type subitems with linked court name, location, and judge in text columns. We recommend subitems when the case has multiple hearing dates requiring independent status tracking.

Jubilee tasks linked to a case migrate as Subitems on the corresponding Monday case Item. Subitem columns include task name, due date, priority level, and assignee person field. The open versus completed status from Jubilee maps to a status column on the subitem itself, preserving the task lifecycle information within the Monday structure.

Jubilee attorney assignments on a case migrate as a person-type column on the Monday case Item. If the attorney exists in Monday People, we link by email match. If not, we create a Person Item for them and flag it for your admin to confirm ownership.

Jubilee creditor lists can be stored as a long-text column on the case Item or as connected Organization Items in Monday. We recommend connected items when creditor data includes address, balance amount, and contact information that requires independent tracking and updates separate from the parent case record.

Monday CRM has no native billing object, so fee arrangement terms, amount received to date, and outstanding balance due migrate as custom number columns and text fields on the case Item. For time-tracking data or detailed invoice generation, we recommend integrating Monday with a dedicated billing tool post-migration rather than relying on custom fields alone.

Jubilee case notes migrate to the Updates section on the Monday case Item, preserving the original timestamp and author attribution. If notes include structured data such as a creditor call log or court appearance summary, we migrate them as subitems with text and date columns to maintain the structured information within Monday's subitem hierarchy.

Jubilee custom fields on cases — such as trustee name, bar number, or expedited-flag — map to Monday custom columns. We create the column in Monday with the appropriate type (text, number, date, person, status) before writing data and validate that all source values fit the destination column type.